Value Aligned Research Advisors, LLC

SEC CIK: 0001963565
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

STX holding history

Seagate Technology Holdings plc in every 13F filed by Value Aligned Research Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STX overview All 13F holders of STX Full Q2 2026 holdings

Shares (Q2 2026): 709,357
Value: $684.5M
% of portfolio: 4.1%
Quarters held: 3; Since Q4 2025

Holdings of STX by Value Aligned Research Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	709,357	$684.5M	4.1%	−205,300−22.4%	Reduced	Holders
Q1 2026	914,657	$358.3M	4.2%	+788,375+624.3%	Added	Holders
Q4 2025	126,282	$34.8M	0.7%	+126,282	New	Holders